DI
PRFT

Disciplined Investments’s Perficient Inc PRFT Stock Holding History

Disciplined Investments’s Portfolio PRFT Stock Details PRFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3
Closed -$250 – 1649
2023
Q2 		$250 Hold
3
– – ﹤0.01% 1448
2023
Q1 		$217 Buy
3
+1
+50% +$73 ﹤0.01% 1469
2022
Q4 		$140 Buy
2
+1
+100% +$69 ﹤0.01% 1496
2022
Q3 		$0 Sell
1
-2
-67% -$167 ﹤0.01% 1687
2022
Q2 		$0 Buy
3
+1
+50% +$99 ﹤0.01% 1696
2022
Q1 		$0 Buy
+2
New +$210 ﹤0.01% 1671

Other funds holding PRFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Disciplined Investments's PRFT Position: Q3 2023 in Review

Disciplined Investments sold out of Perficient Inc (PRFT) in Q3 2023, closing a stake of 3 shares — an estimated $250 sold.

Disciplined Investments first reported a position in PRFT in Q1 2022 and held it in 6 quarters. The position peaked at $250 in Q2 2023. 256 funds tracked by Wall St. Rank hold PRFT as of Q3 2023.

  • Disciplined Investments reported no remaining Perficient Inc position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 Perficient Inc shares in Q3 2023, an estimated $250.
  • Disciplined Investments first reported a position in Perficient Inc in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Perficient Inc position peaked at $250 in Q2 2023.
  • 256 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.